The Road map contains most of the MAJOR future additions we have planned for the CRM. It’s not an exhuastive list, but it is pretty comprehensive. We also have a large number of minor enhancements which we roll out on a regular basis which are not listed here.
Menu enhancement – completed
restructuring menus and adding quick create button to menu to cut down the number of clicks to create a new record.
PDF Template editor – completed
Create your own custom PDF for just about any module in the CRM then mail merge from a record to pdf or pd with email attachement
Time logging – completed
Log time against just about any entity in the CRM eg. project, project tasks, contacts, accounts, help tickets, invoices etc.
Time billing – completed
Quickly and easily convert time logs into invoices. Mark time log as invoiced once completed
Follow up email marketing sequences – in progress
Comprehensive email marketing system, with unlimited lists, unlimited subscribers, and unlimited follow up, scheduled emails. Includes open tracking and analytics.
Project system enhancments – Planned
Project with task view.
Project tasks grouped into milestones
Tasks with sub tasks
Xero integration – Planned
Sync contacts, invoices, quotes, and purchase orders from the CRM to Xero.
MYOB integration – Planned
Sync contacts, invoices, quotes, and purchase orders from the CRM to MYOB.
Quickbooks integration – Planned
Sync contacts, invoices, quotes, and purchase orders from the CRM to Quickbooks.
Easy webforms – Planned
Create unlimited webforms using any existing CRM field to add leads and contacts to your CRM.
Email template enhancments – Planned
use any related field in email tempaltes.
Add attachments to email tempaltes
Pay slips – Planned
Convert time logs into payslip and pay users electronically using Paypal. Time records are marked as paid once completed.
Web conferencing – Planned
Online Web conferencing integration. Add contacts to web conference list. Send invitiation, arrange and host a web conference from within the CRM